#capitalmarkets

The Business of Biotech took a trip to San Francisco for the JP Morgan Healthcare Conference, that most target-richest of environments for those of us who like talking shop with biotech builders. The results of that trip will feed the next several weeks of Business of Biotech podcast programming, and we're kicking things off with everyone's favorite life sciences CFO, Allan Shaw. On this episode, Allan shares what's driving the cautious optimism for biotech's return, pointing to factors like December's flurry of M&A activity, interest rate reductions, and easing inflation as just cause for the bullish sentiment that was palpable at the conference. We also discuss what could shift the tailwinds, namely the election year wildcard, and why biotech could benefit from a metered comeback. Come for the facts, stay for the Shawisms!

Subscribe to the #BusinessofBiotech newsletter at bioprocessonline.com/bob for more real, honest, transparent interactions with the leaders of emerging biotech. It's a once-per-month dose of insight and intel that you'll actually look forward to receiving! Check it out at bioprocessonline.com/bob!

On this episode of Net Takeaways, Feller & Harf discuss:

- The impact of 7-Eleven's Sunoco acquisition and what it means for the latest landscape of the convenience and gas station market. How are convenience stores changing their actions - if at all - as electric vehicles break 10% of annual sales?

- December Retail Sales & Consumer Confidence numbers are soaring, what's it mean for the commercial estate capital markets landscape as 2024 gets going

- "Last Mile Inflation" is the new buzzword, how could the path to the 2% target be slower than anticipated and what does it portend for deal making

It’s been said that clinical trials are where emerging biotechs go to die. If the science doesn't kill quickly, poor cash management will slowly. And, even when good data opens the cash floodgates, post-round cash management savvy isn't necessarily intuitive to academic and scientific founders. Cash runway preservation is, however, ingrained in the cerebral cortex of one of our favorite mavens of biotech finance markets and management, Mr. Allan Shaw. He joins us on this week’s episode of the Business of Biotech for a conversation on post-financing fundamentals for new and emerging biopharmas.

Subscribe to the #BusinessofBiotech newsletter at bioprocessonline.com/bob for more real, honest, transparent interactions with the leaders of emerging biotech. It's a once-per-month dose of insight and intel that you'll actually look forward to receiving! Check it out at bioprocessonline.com/bob!

Like many of us, Howard Berman, Ph.D. has personal experience with the tragedy of cognitive decline. Neurodegenerative disorders are on the rise, and when one afflicted his father — a triple board-certified physician — he saw firsthand that they don't discriminate. Berman has dedicated his career to addressing neuro, autoimmune, and metabolic diseases, having founded Nicoya Health in 2020 and overseeing its merger with Coya Therapeutics the following year. The company came out of the gates this year fueled by an 11th-hour 2022 IPO, one of just a dozen on the year. Berman joined the Business of Biotech to share his strategy during a stingy stretch in biotech capital markets. 

Subscribe to the #BusinessofBiotech newsletter at bioprocessonline.com/bob for more real, honest, transparent interactions with the leaders of emerging biotech. It's a once-per-month dose of insight and intel that you'll actually look forward to receiving! Check it out at bioprocessonline.com/bob!

Senegalese musician, entrepreneur and statesman Youssou N’Dour loves nothing more than to quote his deceased compatriot, the caliph general Cheikh Ahmed Tidiane Sy: ‘It’s good to resemble one’s father, but it’s better to resemble one’s era.’
The Senegalese singer is known for his extraordinary vocal range and for introducing international audiences to mbalax—a Senegalese popular music style that blends Wolof traditional instrumental and vocal forms primarily with Cuban and other Latin American popular genres.

According to Forbes, Youssou N'Dour is the richest African musician in the world in 2022, with a net worth of $145 million.  His enormous net worth arose from the use of his distinct voice and the popularization of the well-known Senegalese style of music known as Mbalax. On October 1, 1959, he was born in Dakar, Senegal. He served as Senegal’s Minister of Tourism from April 2012 to September 2013. In 2004, Rolling Stone magazine maintained that N’Dour is “perhaps the most famous singer alive” in Senegal and much of Africa.

"Africa has no cultural frontiers.  It mixes genres effortlessly.   That's the future for me."  Youssou N'Dour

Show Guest:  Youssou N'Dour 
Show Host and Creator:  Patrick A.  Howell 
Executive Producer and co-host: Tori Reid 
Executive Producer: Amobe Mvegue
Executive Producer: Patrick Abanda
Voice Over Artist:  Maleiva 
Production: WAN and Afrobiz
Pre-production: We Edit Productions 
Post Productions: We Edit Productions 
GDD Intro and Outro:  Youssou N'Dour, Miss, Joko (2020) 
Song, Introduction:   Youssou N'Dour, Dem, Leaving, wommat (1994)
Song, Outro: Youssou N'Dour, Burima, Joko (2020)

Special thank you to: World African Network 
photo of Youssou N'Dour: Youri Lenquette 

Getting Deals Done is a show about doing business, changing power, changing systems and making the world a better place one deal at a time. Host, veteran banker and entrepreneur Patrick A. Howell, speaks with leading and successful innovators, mavericks and captains of industry about making big things happen in the world.

Friend and frequent guest Allan Shaw rejoins the Business of Biotech to reflect on his recent presentation on innovative biotech financing at the BioFuture event in NYC. We also dig into  Bruce Booth's "Atlas Venture Year In Review," revisiting and unpacking some quoteworthy material and metrics from both sources.  Allan offers up plenty of prognostication and professional insight in a preview of what's to come in 2023, complete with his signature "Allanisms" and colorful analogies. A can't-miss episode as we round the turn to a new year!

Subscribe to the #BusinessofBiotech newsletter at bioprocessonline.com/bob for more real, honest, transparent interactions with the leaders of emerging biotech. It's a once-per-month dose of insight and intel that you'll actually look forward to receiving! Check it out at bioprocessonline.com/bob!

While many clinical-stage biopharmas are contracting or holding the line through the current market slump, Portage Biotech leaders Ian Walters, Allan Shaw, and company are making moves. The company recently acquired  Tarus Therapeutics and iOx Therapeutics Ltd., extending its pipeline and positioning itself to meet some aggressive investor expectations. On this episode of the Business of Biotech, Shaw dissects the deals, digging into the M&A strategy at Portage and offering advice from the batter's box to leaders of early-stage biotechs.

Subscribe to the #BusinessofBiotech newsletter at bioprocessonline.com/bob for more real, honest, transparent interactions with the leaders of emerging biotech. It's a once-per-month dose of insight and intel that you'll actually look forward to receiving! Check it out at bioprocessonline.com/bob!

As biotech capital markets continue to restrict access to funding for emerging biopharmas, you might be surprised by how many federal dollars get left on the negotiating table.  To that end, James Thomas Coates, Ph.D. and his team at Decisive Point have carved out a niche in the venture capital space. The firm specializes in helping biotech startups realize direct routes to millions of dollars in federal funding from a host of not-so-intuitive federal institutions—NASA, and the US Navy, Air Force, and Army, for instance—and helping them optimize funding from more obvious federal agencies such as DARPA and the NIH. On this episode of the Business of Biotech, Dr. Coates shares strategies and resources for tapping into biopharma capital that's ripe for the taking.

Subscribe to the #BusinessofBiotech newsletter at bioprocessonline.com/bob for more real, honest, transparent interactions with the leaders of emerging biotech. It's a once-per-month dose of insight and intel that you'll actually look forward to receiving! Check it out at bioprocessonline.com/bob!

On this, the 100th episode of the Business of Biotech podcast, our dear friend, frequent guest, and business of biotech brainiac Allan Shaw joins us to dissect the beleaguered biotech capital markets. We pick apart what's driving sentiment, whether the industry is over-inventoried, what's getting funded , what's not, and why, and what biotech leaders should be doing in an investment landscape marked by hyper-discernment. We also reflect on the podcast journey and celebrate the 100-episode milestone!

The Business of Biotech is produced by Bioprocess Online in partnership with Cytiva. 

Subscribe to the #BusinessofBiotech newsletter at bioprocessonline.com/bob for more real, honest, transparent interactions with the leaders of emerging biotech. It's a once-per-month dose of insight and intel that you'll actually look forward to receiving! Check it out at bioprocessonline.com/bob!